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Spring 2012 Newsletter

PDF Newsletter Equities – onward and upward As the U.S. economy continued its slow march toward recovery and Europe managed to fight off the threat of a Greek default on key bond payments, even higher gas prices couldn’t stop equities from powering upward… (Read More) Economic Perspective GDP final estimate for Q4-2011: 3% Unemployment continued …

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401(k) Corner: Roth 401(k)…is it right for you?

While taxes are fresh on your mind, now might be the best time to review whether you should contribute to your 401(k) with pre-tax or after-tax money.   Contributions that are put back before-taxes are the Traditional 401(k), while those that are put back after-taxes are the Roth 401(k). Your tax planner can help you in …

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Asset Protection Strategies Beyond Insurance

You’ve worked hard to accumulate your assets and property; that’s why it’s so important to take measures to protect your wealth. Often, the simplest way to protect assets is by shifting the risk to an insurance company. But insurance may not provide all the protection you need or it might not be available, so you …

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Quarterly Economic Perspective

The U.S. economy continued to recover. The Bureau of Economic Analysis said gross domestic product for 2011’s final quarter rose 3%; that’s sharply higher than the previous quarter’s 1.8% increase. However, China and Europe both showed signs that their economies might be faltering; China lowered its 2012 growth target to 7.5%, both the eurozone and …

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Quarterly Market Review: Q1 – 2012

As the U.S. economy continued its slow march toward recovery and Europe managed to fight off the threat of a Greek default on key bond payments, even higher gas prices couldn’t stop equities from powering upward. The S&P 500 registered its best first-quarter performance since 1998, the Nasdaq managed to surpass its October 2007 high, …

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